Christi
Powell
Perissos Private Wealth Management
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About this Advisor
Christi Powell is a financial advisor based in Bethany, Oklahoma, working with Perissos Private Wealth Management. Christi has previously held positions at Falcon Financial Of Oklahoma, LLC and Perissos Private Wealth Management. Christi has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Christi is part of Perissos Private Wealth Management, which operates out of Bethany, Oklahoma. The firm has 3 offices and 3 employees. The firm manages assets totaling $141.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Perissos Private Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perissos Private Wealth Management Brokerage Details
$141,653,826
3
559
$253,406
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christi Powell Work History
Perissos Private Wealth Management
Falcon Financial Of Oklahoma, LLC
Disclosures
Please visit the SEC profile of Christi Powell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perissos Private Wealth Management
Bethany, OK
Bethany, OK
Oklahoma City, OK
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